Inviting people and choosing roles

Who gets a login, who just gets tracked, and what each role can do.

StatusLoop separates two things most tools conflate: people who need to sign in, and people whose work you need to see. Only the first kind costs you a seat.

The two kinds of people

Members: People with a login. They sign in, submit updates for projects they own, and see the portfolio. Each one uses a seat.
Tracked-only people: Contractors, shared resources, executives — anyone whose work you want visible but who will never log in. They can own projects, tasks and milestones. They use no seat and cost nothing.

Both live in one roster under People, so there is no double entry and no separate contractor spreadsheet. Start people as tracked-only if you are not sure; upgrading later is one click and matches on email, so you do not end up with duplicates.

Roles

Admin: Can invite people, change branding, configure intake and cycle templates, open and close cycles, delete projects, and view the audit log.
Member: Can see spaces, programs and projects in their organization, and submit intake requests and status updates for work they own.

There is no role between the two. That is a deliberate choice — finer-grained permissions are the kind of thing that feels prudent and then quietly becomes the reason nobody updates anything. If you find yourself wanting one, it is worth asking whether the real problem is that too many people are admins.

Sending an invite

Go to People and choose Invite login from the right-hand panel.
Enter the email address and pick a role.
Optionally set a designation (their discipline — engineering, design, product) and a pod, which are used by the capacity view.
Send. They receive an email with a link that signs them in and asks them to set a password.

Seat limits

The Free plan allows five members. Pending invitations count towards that limit — an invite that has been sent but not accepted is still holding a seat, which is the honest way to count it. Tracked-only people are never counted.

If you hit the limit, either upgrade or convert someone who does not actually sign in into a tracked-only person. The second option is free and is often the right answer for executives who only ever read the exported deck.

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